![Mark Sun](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Mark Sun is a Senior Portfolio Strategist at R Squared BM LLC.
He is responsible for evaluating the financial portfolios of clients, identifying the most successful investment decisions, and conducting data and statistical analysis of the financial market performance.
Mr. Sun has over 20 years of Investment industry experience, and his experiences and knowledge contribute to Ducenta's values of professionalism, innovation, growth, and discipline.
Prior to Ducenta, Mr. Sun was a vice president at Santander Consumer USA Inc. for seven years, managing a team of five, and overseeing $15Bil+ of syndicated and bilateral warehouse and private term credit facilities backed by retail/auto loan/lease portfolio with 12+ banking and financial institutions.
Mr. Sun was managing director first at Gleacher & Company Securities and secondly at Brean Capital, LLC.
for a collective six years, focusing on both structured & capital raising solutions, growth stage specialty finance companies and mid-cap specialty finance companies.
Mr. Sun was executive director at J.P.
Morgan Securities Inc. for a total of five years.
Mr. Sun received his degree, Master of International Affairs with a specialization in International Business from Columbia University, School of International Affairs, and an additional B.A. in Economics with a Minor in Mathematics from the University of Rochester, New York.
| Companies | Position | End |
|---|---|---|
R Squared BM LLC
 R Squared BM LLC Investment ManagersFinance Ducenta offers a variety of investment strategies that utilize fixed income securities and other instruments. Their general investment strategy is constructed to capitalize on an ever-changing economic cycle that influences appreciation and depreciation in different bond sectors over the cycle. Sector allocation, security selection and yield curve strategies are employed in the process and are intended to add value relative to client benchmarks. The security selection process integrates sector and industry strategy with bottom-up index structure analysis to identify and categorize opportunities. | Market Strategist | 2025-02-28 |
Santander Consumer USA, Inc.
 Santander Consumer USA, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Corporate Officer/Principal | - |
Gleacher & Co. Securities, Inc.
 Gleacher & Co. Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Brean Capital LLC
 Brean Capital LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 7 |
|---|---|
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brean Capital LLC
Brean Capital LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Santander Consumer USA, Inc.
Santander Consumer USA, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Miscellaneous |
Gleacher & Co. Securities, Inc.
Gleacher & Co. Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
R Squared BM LLC
R Squared BM LLC Investment ManagersFinance Ducenta offers a variety of investment strategies that utilize fixed income securities and other instruments. Their general investment strategy is constructed to capitalize on an ever-changing economic cycle that influences appreciation and depreciation in different bond sectors over the cycle. Sector allocation, security selection and yield curve strategies are employed in the process and are intended to add value relative to client benchmarks. The security selection process integrates sector and industry strategy with bottom-up index structure analysis to identify and categorize opportunities. | Finance |
Columbia University School of International & Public Affairs
 Columbia University School of International & Public Affairs Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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